Papa John's International, Inc. (NASDAQ:PZZA) Q4 2020 Earnings Conference Call February 25, 2021 8:00 AM ET Company Participants Steve Coke – Senior Vice President-Financial Operations, Accounting and Reporting Rob Lynch – President and Chief Executive Officer Ann Gugino – Chief Financial Officer Conference Call Participants Alex Slagle – Jefferies Brian Bittner – Oppenheimer & Company Eric Gonzalez – KeyBanc Capital Markets Peter Saleh – BTIG James Rutherford – Stephens, Inc. Chris O'Cull – Stifel Lauren S ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 27, 2020 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Securities registered pursuant to Section 12(b) of the Act: Commission File Number: 0-2166050 2002 Papa John's Boulevard Louisville, Kentucky ...

Papa John's International, Inc. (NASDAQ:PZZA) Q3 2020 Earnings Conference Call November 5, 2020 8:00 AM ET Company Participants Steven Coke - Interim Principal Financial & Accounting Officer and VP, IR & Strategy Planning Robert Lynch - President, CEO Ann Gugino - CFO Conference Call Participants Peter Saleh - BTIG Alex Slagle - Jefferies Alton Stump - Longbow Research Brian Bittner - Oppenheimer and Co. Chris OÂ'Cull - Stifel Eric Gonzalez - KeyBanc Capital Markets Dennis Geiger - UBS Lauren Silberman - Cr ...

Papa John's International, Inc. (NASDAQ:PZZA) Q2 2020 Earnings Conference Call August 6, 2020 8:00 AM ET Company Participants Steven Coke - Interim Principal Financial & Accounting Officer and VP, IR & Strategy Planning Robert Lynch - President, CEO & Director Conference Call Participants Peter Saleh - BTIG Alexander Slagle - Jefferies Christopher O'Cull - Stifel, Nicolaus & Company Brian Bittner - Oppenheimer Lauren Silberman - Crédit Suisse Alton Stump - Longbow Research Brett Levy - MKM Partners Frederic ...

Papa John's International, Inc. (NASDAQ:PZZA) Q1 2020 Earnings Conference Call May 6, 2020 8:00 AM ET Â Company Participants Steve Coke - Principal Financial and Accounting Officer Rob Lynch - President and CEO Conference Call Participants Peter Saleh - BTIG Alex Slagle - Jefferies Chris O'Cull - Stifel Alton Stump - Longbow Research Brett Levy - MKM Partners Jim Sanderson - Northcoast Research Lauren Silberman - Credit Suisse Operator Ladies and gentlemen, thank you for standing by, and welcome to Papa Joh ...

Papa John's International, Inc. (NASDAQ:PZZA) Q4 2019 Earnings Conference Call February 26, 2020 8:00 AM ET Company Participants Steve Coke - Vice President, Investor Relations and Strategic Planning Rob Lynch - President and Chief Executive Officer Joe Smith - Chief Financial Officer Conference Call Participants Peter Saleh - BTIG Alex Slagle - Jefferies Brett Levy - MKM Partners Chris O'Cull - Stifel Lauren Silberman - Credit Suisse Jim Sanderson - Northcoast Research Brian Mullan - Deutsche Bank Operator ...

Investor Presentation November 2019 Papa John's Representatives Joe Smith SVP and CFO Steve Coke VP Investor Relations and Strategy Forward Looking Statements Certain matters discussed in this presentation constitute forward-looking statements within the meaning of the federal securities laws. Generally, the use of words such as "expect," "intend," "estimate," "believe," "anticipate," "will," "forecast," "plan," "project," or similar words identify forward-looking statements that we intend to be included wi ...

Financial Data and Key Metrics Changes - In Q3 2019, the company reported a loss per diluted share of $0.10, an improvement from a loss of $0.42 in the same quarter last year, primarily due to prior year special charges and positive North America comparable sales [36] - Adjusted earnings per diluted share were $0.21, compared to $0.19 a year ago, with special charges totaling $14.2 million in Q3 2019 [37] - Consolidated revenues increased by $18.5 million or 4.8%, driven by positive comparable sales in North America and higher pricing in commissary sales [38] Business Line Data and Key Metrics Changes - Domestic company-owned restaurants saw a pre-tax income increase of $7.6 million, attributed to positive 2.2% comparable sales and favorable insurance costs [39] - North America franchising pre-tax income improved by $1.2 million due to positive 0.6% comparable sales and favorable G&A costs [40] - International sales rose by 10%, with positive comp sales growth of 1.6%, although pre-tax income in this segment decreased by $324,000 due to foreign exchange impacts [41] Market Data and Key Metrics Changes - The company opened 15 restaurants in North America and closed 38, resulting in a net reduction of 23 units, while internationally, 60 restaurants were opened and 39 closed, leading to a net increase of 21 units [47] - The total number of global restaurants at the end of the quarter was 5,343 [47] Company Strategy and Development Direction - The company has set five strategic priorities, including building a culture of inclusivity, improving unit-level profitability, establishing superiority of pizza via commercial platforms, leveraging technology, and expanding its footprint [18][27] - A focus on innovation and improving service quality is emphasized, with a new garlic Parmesan crust pizza launched as part of product innovation efforts [22][23] - The company aims to improve unit economics for franchisees and reduce construction costs to enhance new store ROI [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the brand's potential and the positive sentiment from franchisees despite past challenges [56] - The company is focused on improving restaurant productivity and profitability, with expectations for better performance in 2020 [58][100] - The management acknowledged the competitive landscape and emphasized the importance of quality food and service as differentiators [114] Other Important Information - The company announced a significant step to realign its organization by streamlining the senior leadership team [30] - The CFO, Joe Smith, will be leaving the company in spring 2020, and a search for a new CFO is underway [32][33] - The company declared cash dividends of $10.5 million during Q3 2019, with an additional $10.6 million declared for Q4 [48] Q&A Session Summary Question: Can you provide more detail on improving unit-level economics for franchisees? - Management noted that franchisees are optimistic and that efforts are underway to improve restaurant productivity and delivery services [56][58] Question: What are the plans for menu innovation beyond pizza? - The company is encouraging creativity within the innovation team and is open to expanding offerings beyond traditional pizza [60][62] Question: How did sales trends progress throughout the quarter? - Management reported positive movement in consumer sentiment metrics since launching the Shaq campaign, which began in late August [64] Question: What is the impact of the new Chief Marketing Officer on existing strategy? - The change is aimed at creating a holistic go-to-market strategy without altering the current strategic direction [70] Question: What is the most obvious low-hanging fruit for improvement? - Management identified partnerships with delivery aggregators as a key opportunity for growth and efficiency [73] Question: How does the company view value versus low price? - The company believes in delivering fair prices for quality products and will explore price-point offerings strategically [84] Question: What is the current state of franchisee profitability? - While specific numbers were not disclosed, management indicated that improved revenues and productivity would positively impact franchisee profitability [117]

Papa John's International, Inc. (NASDAQ:PZZA) Q2 2019 Earnings Conference Call August 6, 2019 5:00 PM ET Company Participants Steve Coke - VP, IR and Strategic Planning Steve Ritchie - President and CEO Joe Smith - CFO Mike Nettles - Chief Operating and Growth Officer Conference Call Participants Will Slabaugh - Stephens Inc. Peter Saleh - BTIG Alton Stump - Longbow Research Chris O'Cull - Stifel Lauren Silberman - Credit Suisse Operator Good day ladies and gentlemen, and welcome to the Papa JohnÂ's Second ...

Papa John's International, Inc. (NASDAQ:PZZA) Q1 2019 Results Conference Call May 7, 2019 5:00 PM ET Company Participants Steve Coke - Vice President of Investor Relations and Strategic Planning Steve Ritchie - President and CEO Joe Smith - CFO Mike Nettles - Chief Operating and Growth Officer Conference Call Participants Will Slabaugh - Stephens Peter Saleh - BTIG Alex Slagle - Jefferies Alton Stump - Longbow Research Chris O'Cull - Stifel Operator Good day, ladies and gentlemen. And welcome to the Papa Jo ...